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Zoho Bigin is a CRM customer management system tool launched by Zoho specifically designed for small businesses. The platform integrates advanced features and smart tools to enable small businesses to manage their customer relationships more efficiently and intelligently. Different from traditional complex CRM systems, Zoho Bigin provides users with a more intuitive and flexible experience with its simple and easy-to-use interface and functions.
As we move into 2024, we are developing countless new features for Zoho Bigin Small CRM that will undoubtedly benefit your business.
By introducing message templates, you'll be able to initiate conversations with your customers and prospects more effectively. Share personalized messages, highlight new offers, market new products, and even share details about the orders they've placed. This enhancement will make your WhatsApp communications more comprehensive.
Learn about WhatsApp marketing features
Fine-tuned permissions capabilities give you greater control over what users can do in Bigin, improving data security and accuracy.
When you create a team pipeline, you can specify which permission levels are granted to which consumers. Administrators can manage the entire pipeline, members can access all records in the pipeline, participants can access their own or related records, and finally, requesters are not part of the pipeline but can add records to it. The requester can be an internal member of the organization, such as an employee making a time off request or filing a complaint, or an external member of the organization, such as a customer placing a new order or sharing feedback.
Your customer might have placed a new order, submitted a refund request, or requested support; whatever the case, you can create a record in the relevant pipeline to track its movement through the various stages. Wouldn’t it be great if your customers could track their needs too?
That's exactly what you can achieve with this sharing option. Select the information you want to share externally, generate a unique link, and share it with the contacts associated with that record. You can also allow customers to edit records, such as adding comments or uploading files.
To further expand the scope of Bigin automation capabilities, we are introducing stage automation, which allows you to set up actions that are automatically triggered when a record moves to a specific stage.
This feature automates repetitive and routine tasks that you would normally have to perform manually when recording is moved to another stage. These tasks can include sending emails, adding labels, creating new campaigns, and updating specific fields. All you have to do is set standards and define actions, and just like that, you'll be able to spend less time working!
We’re optimizing some of Bigin’s most popular and useful features for its mobile app. These include filters that locate contacts by specific criteria in seconds; a calendar view that makes it easy to schedule and view all your events; and signals that ensure you never miss an email, phone call, or social media message.
We’ve also worked on explaining how you can integrate Bigin with Shopify, a leading e-commerce platform, and QuickBooks, a popular financial management software.
Did we succeed in sparking your curiosity? Are you excited to try these features? We hope so, contact us to request a demo of Zoho Bigin or to learn more about Zoho products, we have even more offers and discounts!
